Dashboard overview

Logging In: To get started, simply log into your Shopify account using your username and password. Once you're logged in, you'll land on the admin dashboard.

Dashboard Overview: Your dashboard gives you a quick overview of your store's performance. You'll see key metrics like sales, orders, visitors, and more, all in one place. This helps you understand how your store is doing at a glance.

Orders (Manage Orders): The “Orders” section is where you'll manage all incoming orders from customers. On this page, you could view order details, edit orders, edit customer information (contact information, shipping address), attach a note or comment to an order, update order statuses, and ensure timely fulfillment of orders and contact a customer about an order. By utilizing the “More Actions” button located at the top of the order page, you have the option to cancel orders, print order pages, generate packing slips, and view the order status page.

Products: In the Products section of the Shopify dashboard, you can manage all aspects of your store's products. This section includes several key blocks, each serving a specific function:

All Products – Displays a list of all products in your store, allowing you to add, edit, or remove items.
Collections – Allows you to group products into collections for easier browsing and organization.
Inventory – Helps you track and manage stock levels for different products and variants.
Purchase Orders (if applicable) – Helps manage product restocking directly within Shopify.
Transfers – Enables you to track incoming stock from suppliers.
Gift Cards – Lets you create and manage gift cards that customers can purchase and redeem.
Catalogs – B2B catalogs are a set of products that you can choose to sell to B2B companies and customize the buying experience for your wholesale customers. With catalogs you can control the availability of products for your wholesale customers and include all products or specific products to a catalog.

Customers (Detail info): The “Customers” section allows you to manage your customer base. You can view customer profiles, edit information about customers, track their activity, segment them into groups for targeted marketing, and engage with them through emails or newsletters. By utilizing the “More Actions” button, you can delete customer or take some actions with their account.

Content: This section allows you to manage various content elements for your store:

Metaobjects: Manage custom data that can be used across your store, such as product details or customer information.
Files: Upload and manage images, documents, and other files used on your store.
Menus: Set up and organize navigation menus to help customers easily find content on your store.
Blog Posts: Write and manage blog content to engage customers and improve SEO.

Finance: This section helps you manage your store's financial operations. It includes two main subsections: Credit and Bill Pay, allowing you to efficiently handle payments, credit management, and bill processing for your business.

Analytics: Check out the “Analytics” section to gain insights into your store's performance over time. You can view reports on sales, traffic, and customer behavior, helping you make informed decisions to grow your business.

Marketing: Use the “Marketing” section to promote your products and attract more customers. Here, you can create and manage marketing campaigns, run discounts and promotions, set up email marketing, and integrate with social media channels to expand your reach.

Discounts: In the Discounts section of the Shopify dashboard, you can create and manage various types of discounts to attract customers and boost sales. This section includes:

Discount Codes – Create unique codes that customers can apply at checkout for a percentage or fixed amount off, free shipping, or other promotions.
Automatic Discounts – Set up discounts that apply automatically when customers meet specific conditions, such as a minimum purchase amount or buying certain products.

Accessing the Theme Editor: Navigate to the “Online Store” section. From there, click on “Themes”. This will take you to the Themes page, where you can manage your store's themes.

Viewing Installed Themes: On the Themes page, you'll see a list of all the themes currently installed on your store. These themes control the design and layout of your online store. You can preview each theme to see how it looks on your storefront.

Customizing a Theme: To customize a theme, click on the “Customize” button next to the theme you want to modify. This will launch the Theme Editor, where you can make changes to various aspects of the theme, such as colors, fonts, layout, and more.

Navigating the Theme Editor: The Theme Editor is divided into sections that correspond to different parts of your online store, such as the homepage, product pages, collection pages, and so on. You can navigate between these sections to customize each aspect of your store's design.

Managing Multiple Themes: Shopify allows you to install multiple themes on your store and switch between them as needed. This is useful for testing different designs or running special promotions with temporary themes.

Overall, Shopify's theme customization features give you the flexibility to create a unique and visually appealing online store that reflects your brand's identity and resonates with your target audience.

Apps: Explore the “Apps” section to discover additional tools and features for your store. You can browse and install apps from the Shopify App Store to enhance your store's functionality and streamline your operations.

Sales Channels: Expand your reach beyond your online store by managing additional sales channels like social media platforms, marketplaces, and in-person sales. You can add new channels, manage existing ones, and track sales performance across different channels.

Shopify offers a comprehensive platform for building and managing online stores, including the ability to customize the store's appearance using themes. Here's an explanation of how you can open and work with themes in the Shopify admin panel.

Settings (Detail info): In the “Settings” section, you can customize various aspects of your store to fit your needs. This includes settings related to payments, shipping, taxes, checkout, and more. You can also manage staff accounts and adjust store preferences here.

In the Settings section of the Shopify dashboard, you can configure and manage various aspects of your online store. This section includes:

Store Details – Manage your store’s name, contact information, and business details.
Plan – View and update your Shopify subscription and billing details.
Billing – Manage payment methods and review Shopify invoices.
Users and Permissions – Add, remove, or adjust permissions for staff and collaborators.
Payments – Set up and manage payment providers, including Shopify Payments, PayPal, and other gateways.
Checkout – Customize checkout settings, including customer accounts, order processing, and post-purchase options.
Shipping and Delivery – Configure shipping rates, delivery options, and local pickup settings.
Taxes and Duties — Set up tax rates based on your store's location and international selling needs.
Locations — a feature in Shopify allows merchants to manage multiple inventory and fulfillment locations, such as warehouses, retail stores, or pop-up shops. It helps track stock levels and fulfill orders from different locations efficiently.
Markets – Manage international selling, currency settings, and localization.
Apps and Sales Channels – You can install apps to help you build your business, integrate with external services, and add features to your Shopify admin. You can find apps on the Shopify App Store.
Domains – Buy or connect a domain: Secure the perfect domain for your store that customers can trust and find easily. Buy a new domain from Shopify, or connect a domain you already purchased from a third-party like Google Domains or GoDaddy.
Notifications – Customize email and SMS notifications sent to customers.
Custom data – Define structured data that can be reused across your store.
Languages – Add and manage languages for your store’s multilingual setup.
Customer privacy – As a Shopify merchant, it's crucial to prioritize customer privacy and comply with applicable privacy laws. To help you manage your privacy settings and maintain compliance and transparency, you can customize the Customer privacy settings in your Shopify admin.
Because privacy laws and regulations vary across different regions, the Customer privacy settings lets you customize your privacy settings for each country and region where you sell to.
Policies – Set up and update store policies, such as refund, privacy, and terms of service.